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SSI SUMMARY – INDF's valuation is undemanding at 5.5x FY26F PE, particularly given that non-CBP earnings only account for c.30%, offering an attractive entry point. We believe robust CBP performance in the noodle segment, underpinned by dominant domestic market share and resilient overseas volumes, should cushion earnings, while a potential severe El Niño should lift CPO prices in the short term and benefit INDF’s agribusiness division. BUY.
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